Compliance

• Taxes: Personal, Business & Corporate
• Knowledgeable Local Sales Tax, VAT
• Legally Required Corporate Documentation
• Preparation and/or review of SEC Compliance Documents (Forms 10Q, 10K, etc…)

Management

• Bookkeeping: Manage Daily Transactions
• Quickbooks ProAdvisor
• Payroll: Management of Payroll & Taxes
• Planning: Reporting & Advice to Support Growth
• Payables & Receivables: Management of Supplier & Customer Invoices
• Contract Controller & CFO services

Advisory

• Reporting: Help Directors make Informed Decisions
• Capital Fundraising: Advice on Seeking Equity to Help Grow Your Business
• Mergers & Acquisitions: Financial planning for mergers and acquisitions
• Business Formations of Sole Proprietorships, LLC’s, S Corporations, C Corporations & Partnerships.
• Retirement Planning
• Estate Planning